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7.8

Spot Score

Clientshare - CRM Software

Clientshare Reviews in April 2025: User Ratings, Pros & Cons

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4.5

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Clientshare Reviews & Ratings

4.5

Very Good

Based on 58 ratings & 57 reviews

Rating Distribution

Excellent

(50)

Very Good

(4)

Good

(3)

Poor

(0)

Terible

(0)

Expert's Review

Clientshare has proven to be a robust, user-friendly platform for fostering stronger client relationships and streamlining communication. Its standout features include its intuitive, visually engaging interface—reminiscent of popular social media platforms—that simplifies document sharing, updates, and collaboration. Reviewers repeatedly applaud the ...Read more

Clientshare pros and cons

  • User-friendly interface similar to social media platforms, making it easily navigable for users of all technical levels.

  • Centralized platform for document storage and communication, reducing email clutter and improving accessibility.

  • Enables efficient client engagement by tracking document views, client interactions, and feedback, enhancing transparency.

  • Facilitates quarterly and annual business reviews with visual dashboards, Power BI integration, and data summaries.

  • Limited integration with external CRM systems, leading to fragmented data management for some users.

  • Occasional issues with document uploads and file format changes, causing minor inconveniences.

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Showing 11-20 out of 57

PO

Paul O

06/16/22

5 out of 5

"very slick and easy to use.. great output"

What do you like best about Clientshare? user friendly and great output information for the client and senior directors What do you dislike about Clientshare? nothing at the moment. all good using it What problems is Clientshare solving and how is that benefiting you? early days but a central depository and output

MM

Mark M

06/16/22

2.5 out of 5

"Client Acceptance"

What do you like best about Clientshare? Clientshare allows me to publish specialized reports to key individuals within Crown Castle. I also like the published Power BI results that help prepare for Quarterly Buisiness Reviews. What do you dislike about Clientshare? I don't have any specific dislikes, but a QRG would be helpful when changes to the application are launched. What problems is Clientshare solving and how is that benefiting you? QBR prep represents the most helpful aspect ...

Read more

KH

Kirsty H

06/15/22

5 out of 5

"Great platform"

What do you like best about Clientshare? Easy to navigate and share to groups or specific persons What do you dislike about Clientshare? could be more pleasing to the eye, quite plain Recommendations to others considering Clientshare: N/A What problems is Clientshare solving and how is that benefiting you? Being able to post to one place without sending multiple emails

NS

Nancy S

06/14/22

5 out of 5

"Easy and practical"

What do you like best about Clientshare? Clientshare premium saves me so much time, i can release all of my MI to those relevant, make groups dependant on the content i am posting etc. I also use it like a cloud desktop for all MI, so quarterly and annual reviews are much easier when i can see my monthly content posted and summarised all in one place. What do you dislike about Clientshare? I cannot share old content with new users What problems is Clientshare solving and how is that ...

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AU

Anonymous User

06/14/22

4.5 out of 5

"Social Media at Work"

What do you like best about Clientshare? Clientshare is easy to access and self-explanatory its similar to the majority of social media platforms, which allows many people to comprehend. The look of the platform and the multiple choices it offers you. What do you dislike about Clientshare? There is nothing that I dislike about the platform, I enjoy using it! Everything works and communication from the team has been brilliant! Improvements could be made with an pop up chat box. What problems ...

Read more

AU

Anonymous User

06/14/22

4.5 out of 5

"Social Media at Work"

What do you like best about Clientshare? Clientshare is easy to access and self-explanatory its similar to the majority of social media platforms, which allows many people to comprehend. The look of the platform and the multiple choices it offers you. What do you dislike about Clientshare? There is nothing that I dislike about the platform, I enjoy using it! Everything works and communication from the team has been brilliant! Improvements could be made with an pop up chat box. What problems ...

Read more

LK

Laura K

06/13/22

5 out of 5

"Great platform to share valuable market insights with your clients"

What do you like best about Clientshare? Client share is easy to use and provides valuable insights for my clients What do you dislike about Clientshare? at this time i have no dislikes to share Recommendations to others considering Clientshare: Allows you to share valuable information with your clients on a regular basis What problems is Clientshare solving and how is that benefiting you? information sharing and it is allowing my clients to access my shared information easily

KS

Katarina S

06/13/22

4.5 out of 5

"easy to use. All in one place."

What do you like best about Clientshare? That everything is in one place and easy to view What do you dislike about Clientshare? It seems difficult to get clients to fully understand the positives of the tool Recommendations to others considering Clientshare: It's a great tool for sharing updates, reviews and having all your progressing documentation in one place. I also really enjoy the fact that you can see if someone has seen the documentation. Clear and visible. What problems is ...

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TH

Tara H

06/13/22

4.5 out of 5

"Clientshare Review"

What do you like best about Clientshare? How its presented. I like the way it looks for the customer and how easy it is to view company data. What do you dislike about Clientshare? I have trouble uploading docs sometimes. What problems is Clientshare solving and how is that benefiting you? Giving my customers a safe place to view their reports and data.

KS

Katarina S

06/13/22

4.5 out of 5

"easy to use. All in one place."

What do you like best about Clientshare? That everything is in one place and easy to view What do you dislike about Clientshare? It seems difficult to get clients to fully understand the positives of the tool Recommendations to others considering Clientshare: It's a great tool for sharing updates, reviews and having all your progressing documentation in one place. I also really enjoy the fact that you can see if someone has seen the documentation. Clear and visible. What problems is ...

Read more